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Eli Lilly
LLY

Overview Fund Activity

2,958 hedge funds and large institutions have $421B invested in Eli Lilly in 2023 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,077 increasing their positions, 1,183 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,958
Holders Change
+160
Holders Change %
+5.72%
% of All Funds
47.16%
Holding in Top 10
301
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+25.94%
% of All Funds
4.8%
New
277
Increased
1,077
Reduced
1,183
Closed
83
Calls
$4.49B
Puts
$4.8B
Net Calls
-$313M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$894M
2
BlackRock
BlackRock
New York
+$656M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$436M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$858M
3
Lilly Endowment
Lilly Endowment
Indiana
-$561M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$437M
5
Franklin Resources
Franklin Resources
California
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMG
626
TSP Capital Management Group
New Jersey
$11.8M -$2.66M -4,960 -18%
CIA
627
Covington Investment Advisors
Pennsylvania
$11.7M +$175K +325 +2%
NA
628
Navellier & Associates
Nevada
$11.7M +$4.9M +9,125 +72%
CAM
629
Cypress Asset Management
Texas
$11.7M +$32.2K +60 +0.3%
HIC
630
Hartline Investment Corp
Illinois
$11.6M -$529K -984 -4%
CJL
631
Cyrus J. Lawrence
New York
$11.6M +$128K +238 +1%
SCM
632
Shelton Capital Management
Colorado
$11.6M -$107K -200 -0.9%
BST
633
Bath Savings Trust
Maine
$11.4M +$1.04M +1,933 +10%
SPPAM
634
Summit Partners Public Asset Management
Massachusetts
$11.4M -$27.1M -50,378 -70%
EAM
635
Eagle Asset Management
Florida
$11.4M +$3.1M +5,772 +37%
SPC
636
Sigma Planning Corp
Michigan
$11.4M -$942K -1,754 -8%
VWM
637
Venturi Wealth Management
Texas
$11.4M +$10.2M +19,028 +904%
CC
638
Cadinha & Co
Hawaii
$11.3M +$338K +630 +3%
MC
639
Metavasi Capital
New York
$11.3M +$5.91M +11,000 +110%
WJWM
640
Williams Jones Wealth Management
New York
$11.3M +$271K +504 +2%
AWM
641
Axxcess Wealth Management
California
$11.2M +$6.06M +11,279 +117%
AFA
642
American Financial Advisors
Georgia
$11.1M -$2M -3,726 -15%
GCL
643
Gouws Capital LLC
North Carolina
$11.1M -$77.9K -145 -0.7%
VA
644
Vident Advisory
Georgia
$11.1M +$11.1M +20,631 New
MC
645
Moors & Cabot
Massachusetts
$11M -$790K -1,471 -7%
GCM
646
Genus Capital Management
British Columbia, Canada
$10.9M -$3.15M -5,857 -22%
HSA
647
HBK Sorce Advisory
Pennsylvania
$10.9M -$476K -886 -4%
JGC
648
J. Goldman & Co
New York
$10.9M +$10.9M +20,213 New
CC
649
Chicago Capital
Illinois
$10.8M -$623K -1,159 -5%
Hudson Bay Capital Management
650
Hudson Bay Capital Management
Connecticut
$10.7M -$2.95M -5,500 -22%
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